Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 36)
4,375 institutional investment managers reported a IVZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $269.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 3,501 to 3,600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IVZ 13F holders ranked 3,501–3,600 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | Element Wealth#3501 · 16,342 sh | 16,342 | $734.1K | 0.27% | -0.1% |
| 3502 | Beverly Hills Private Wealth#3502 · 3,430 sh | 3,430 | $729.9K | 0.14% | +42.6% |
| 3503 | Strategic Wealth Investment Group#3503 · 4,503 sh | 4,503 | $727.4K | 0.09% | +13.8% |
| 3504 | 4WEALTH ADVISORS#3504 · 6,327 sh | 6,327 | $727.2K | — | +10.1% |
| 3505 | Optimus Capital Advisors#3505 · 4,499 sh | 4,499 | $726.7K | 0.39% | New |
| 3506 | SPRENG CAPITAL MANAGEMENT#3506 · 3,411 sh | 3,411 | $725.9K | 0.26% | -7.2% |
| 3507 | Bolthouse Investments#3507 · 4,827 sh | 4,827 | $725.0K | 0.59% | +164.2% |
| 3508 | ACCREDITED INVESTOR SERVICES#3508 · 18,934 sh | 18,934 | $724.9K | — | +0.1% |
| 3509 | Stamos Capital Partners, L.P.#3509 · 10,485 sh | 10,485 | $724.3K | 0.11% | +6.4% |
| 3510 | SeaBridge Investment Advisors#3510 · 3,395 sh | 3,395 | $722.4K | 0.10% | -43.1% |
| 3511 | KDK Private Wealth Management#3511 · 8,015 sh | 8,015 | $722.1K | 0.60% | +0.1% |
| 3512 | Grant Private Wealth Management#3512 · 9,981 sh | 9,981 | $721.8K | — | +183.1% |
| 3513 | Drucker Wealth 3.0#3513 · 2,914 sh | 2,914 | $719.6K | 0.11% | +47.0% |
| 3514 | Total Wealth Planning & Management#3514 · 5,122 sh | 5,122 | $719.3K | — | +6.9% |
| 3515 | Plancorp#3515 · 12,758 sh | 12,758 | $719.3K | 0.02% | +39.2% |
| 3516 | MRA Advisory Group#3516 · 9,396 sh | 9,396 | $715.7K | — | +153.1% |
| 3517 | Black Swift Group#3517 · 10,750 sh | 10,750 | $715.6K | 0.10% | New |
| 3518 | Xcel Wealth Management#3518 · 3,363 sh | 3,363 | $715.5K | — | +128.3% |
| 3519 | Risk Paradigm Group#3519 · 30,705 sh | 30,705 | $713.4K | 0.56% | +2.9% |
| 3520 | Apex Wealth Management#3520 · 9,510 sh | 9,510 | $712.3K | — | +0.4% |
| 3521 | READYSTATE ASSET MANAGEMENT#3521 · 30,890 sh | 30,890 | $707.7K | <0.01% | -57.0% |
| 3522 | Compagnie Lombard Odier SCmA#3522 · 4,000 sh | 4,000 | $706.6K | <0.01% | +89.6% |
| 3523 | Flatrock Wealth Partners#3523 · 9,323 sh | 9,323 | $705.2K | 0.28% | -2.0% |
| 3524 | SkyOak Wealth#3524 · 35,369 sh | 35,369 | $704.8K | — | -2.7% |
| 3525 | PRIVATE MANAGEMENT GROUP#3525 · 29,759 sh | 29,759 | $703.6K | 0.02% | -3.0% |
| 3526 | PROTECTIVE LIFE#3526 · 2,502 sh | 2,502 | $700.6K | 5.00% | -47.5% |
| 3527 | GODSEY & GIBB#3527 · 8,538 sh | 8,538 | $699.4K | — | -1.0% |
| 3528 | Zinnia Wealth Advisory#3528 · 43,984 sh | 43,984 | $698.5K | 0.71% | +1.1% |
| 3529 | Copley Financial Group#3529 · 13,917 sh | 13,917 | $697.9K | 0.42% | -37.5% |
| 3530 | True Wealth Design#3530 · 10,520 sh | 10,520 | $697.8K | — | +1.4% |
| 3531 | Storgate#3531 · 3,277 sh | 3,277 | $697.2K | 0.14% | +8.3% |
| 3532 | OF OKLAHOMA#3532 · 17,374 sh | 17,374 | $696.8K | — | -84.8% |
| 3533 | Purpose Unlimited#3533 · 5,659 sh | 5,659 | $696.3K | 0.03% | -74.2% |
| 3534 | Worth Financial Advisory Group#3534 · 9,002 sh | 9,002 | $695.7K | — | +864.8% |
| 3535 | HORIZON KINETICS ASSET MANAGEMENT#3535 · 3,324 sh | 3,324 | $694.7K | <0.01% | +1.3% |
| 3536 | Broussard Financial Group#3536 · 9,236 sh | 9,236 | $691.8K | — | +7.6% |
| 3537 | LEE JOHNSON CAPITAL MANAGEMENT#3537 · 11,253 sh | 11,253 | $689.0K | 0.22% | +16.5% |
| 3538 | waypoint wealth counsel#3538 · 3,236 sh | 3,236 | $688.6K | — | -73.0% |
| 3539 | Steigerwald, Gordon & Koch#3539 · 5,807 sh | 5,807 | $687.8K | 0.07% | -0.8% |
| 3540 | Etesian Wealth Advisors#3540 · 52,469 sh | 52,469 | $685.5K | — | -13.1% |
| 3541 | OF VIRGINIA#3541 · 3,907 sh | 3,907 | $684.4K | — | New |
| 3542 | Navigation Wealth Management#3542 · 35,801 sh | 35,801 | $683.7K | 0.94% | +43.8% |
| 3543 | of the South#3543 · 12,650 sh | 12,650 | $683.5K | — | 0.0% |
| 3544 | Fusion Capital#3544 · 3,204 sh | 3,204 | $681.8K | 0.16% | -97.7% |
| 3545 | Annis Gardner Whiting Capital Advisors#3545 · 12,188 sh | 12,188 | $681.5K | 0.10% | -21.8% |
| 3546 | Fortune 45#3546 · 11,074 sh | 11,074 | $678.2K | — | +0.6% |
| 3547 | WRIGHT INVESTORS SERVICE#3547 · 25,679 sh | 25,679 | $677.7K | 0.19% | New |
| 3548 | ACORN FINANCIAL ADVISORY SERVICES#3548 · 17,367 sh | 17,367 | $677.5K | 0.09% | -81.9% |
| 3549 | Front Row Advisors#3549 · 19,554 sh | 19,554 | $672.7K | 0.19% | +0.6% |
| 3550 | Kropog Financial Group#3550 · 3,869 sh | 3,869 | $672.5K | 0.47% | +209.5% |
| 3551 | Alaska Wealth Advisors#3551 · 15,642 sh | 15,642 | $671.6K | 0.07% | 0.0% |
| 3552 | GREENUP STREET WEALTH MANAGEMENT#3552 · 61,875 sh | 61,875 | $670.7K | 0.08% | +1.2% |
| 3553 | Mathes Company#3553 · 3,150 sh | 3,150 | $670.0K | 0.21% | +1.6% |
| 3554 | Nemes Rush Group#3554 · 5,592 sh | 5,592 | $668.7K | 0.06% | -26.0% |
| 3555 | Sherrill & Hutchins Financial Advisory#3555 · 3,141 sh | 3,141 | $668.3K | — | +1.1% |
| 3556 | S&A Financial Services#3556 · 8,851 sh | 8,851 | $667.9K | 0.41% | +233.9% |
| 3557 | HORIZON FINANCIAL SERVICES#3557 · 30,631 sh | 30,631 | $664.5K | 0.25% | -19.8% |
| 3558 | Kingdom Financial Group#3558 · 14,424 sh | 14,424 | $662.2K | 0.17% | -16.9% |
| 3559 | Robeco Institutional Asset Management B.V.#3559 · 25,087 sh | 25,087 | $662.0K | — | -90.2% |
| 3560 | Northstar Group#3560 · 4,084 sh | 4,084 | $660.5K | 0.09% | -7.6% |
| 3561 | Abacus Wealth Partners#3561 · 12,220 sh | 12,220 | $660.2K | 0.07% | -7.7% |
| 3562 | McGlone Suttner Wealth Management#3562 · 3,103 sh | 3,103 | $660.2K | — | 0.0% |
| 3563 | MAIRS & POWER#3563 · 3,100 sh | 3,100 | $659.5K | <0.01% | -42.4% |
| 3564 | Independence Financial Advisors#3564 · 3,097 sh | 3,097 | $658.9K | — | +0.4% |
| 3565 | JIM SAULNIER & ASSOCIATES#3565 · 4,580 sh | 4,580 | $657.4K | 0.26% | +0.5% |
| 3566 | MN Wealth Advisors#3566 · 4,067 sh | 4,067 | $657.0K | — | -11.5% |
| 3567 | Lee Financial#3567 · 3,086 sh | 3,086 | $656.6K | — | 0.0% |
| 3568 | EAGLE ROCK INVESTMENT COMPANY#3568 · 16,616 sh | 16,616 | $655.1K | — | 0.0% |
| 3569 | Schneider Downs Wealth Management Advisors#3569 · 10,382 sh | 10,382 | $652.0K | — | +10.6% |
| 3570 | Carson Advisory#3570 · 6,760 sh | 6,760 | $649.1K | 0.30% | 0.0% |
| 3571 | Jessup Wealth Management#3571 · 3,042 sh | 3,042 | $647.2K | — | -0.8% |
| 3572 | Regal Partners Ltd#3572 · 3,034 sh | 3,034 | $645.5K | 0.04% | New |
| 3573 | MainStreet Investment Advisors#3573 · 19,702 sh | 19,702 | $645.2K | 0.09% | +130.0% |
| 3574 | EVOLVE PRIVATE WEALTH#3574 · 15,618 sh | 15,618 | $645.2K | 0.04% | -84.6% |
| 3575 | Unify Financial Advisors#3575 · 15,875 sh | 15,875 | $645.0K | 0.60% | +0.8% |
| 3576 | LOCKERMAN FINANCIAL GROUP#3576 · 7,565 sh | 7,565 | $644.9K | — | +1.5% |
| 3577 | ARK & TLK INVESTMENTS#3577 · 2,614 sh | 2,614 | $641.9K | — | 0.0% |
| 3578 | HARTFORD INVESTMENT MANAGEMENT#3578 · 24,317 sh | 24,317 | $641.7K | 0.02% | -2.0% |
| 3579 | STAGE HARBOR FINANCIAL#3579 · 11,846 sh | 11,846 | $640.0K | 0.37% | 0.0% |
| 3580 | Absolute Gestao de Investimentos Ltda.#3580 · 3,000 sh | 3,000 | $638.3K | 0.06% | New |
| 3581 | BIRMINGHAM CAPITAL MANAGEMENT#3581 · 3,000 sh | 3,000 | $638.0K | 0.24% | New |
| 3582 | Sand Hill Global Advisors#3582 · 2,437 sh | 2,437 | $637.8K | 0.02% | +84.8% |
| 3583 | Accretive Wealth Partners#3583 · 2,103 sh | 2,103 | $637.1K | 0.15% | 0.0% |
| 3584 | Valtrion Capital Management#3584 · 6,800 sh | 6,800 | $636.7K | 0.47% | +1.9% |
| 3585 | First Citizens Asset Management#3585 · 31,234 sh | 31,234 | $636.2K | 0.20% | +8.7% |
| 3586 | Morrissey Wealth Management#3586 · 4,092 sh | 4,092 | $633.8K | 0.40% | — |
| 3587 | First Bancorp#3587 · 19,438 sh | 19,438 | $633.4K | — | New |
| 3588 | Forty-three Eighteen Advisors#3588 · 2,973 sh | 2,973 | $632.6K | 0.43% | 0.0% |
| 3589 | BAYBAN#3589 · 7,585 sh | 7,585 | $632.5K | 0.49% | -52.1% |
| 3590 | First Pacific Financial#3590 · 9,588 sh | 9,588 | $629.1K | — | +2161.3% |
| 3591 | Valley Financial Group#3591 · 5,957 sh | 5,957 | $628.9K | 0.31% | -13.3% |
| 3592 | Everhart Financial Group#3592 · 5,139 sh | 5,139 | $627.9K | — | -58.4% |
| 3593 | BARD ASSOCIATES#3593 · 2,920 sh | 2,920 | $621.3K | 0.14% | New |
| 3594 | Global Strategic Investment Solutions#3594 · 10,110 sh | 10,110 | $619.1K | — | +0.2% |
| 3595 | Pathway Financial Advisors#3595 · 13,209 sh | 13,209 | $618.4K | — | 0.0% |
| 3596 | Beck Bode#3596 · 2,904 sh | 2,904 | $617.9K | 0.09% | -3.7% |
| 3597 | Hixon Zuercher#3597 · 2,904 sh | 2,904 | $617.9K | — | 0.0% |
| 3598 | J.M. Arbour#3598 · 8,682 sh | 8,682 | $615.7K | 0.53% | -1.1% |
| 3599 | North Capital#3599 · 2,890 sh | 2,890 | $614.9K | — | +0.1% |
| 3600 | LCNB#3600 · 2,873 sh | 2,873 | $611.3K | 0.19% | -2.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.